Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jamal? Claim Your ProfileJamal Blanton is an investment advisor representative registered with Avantax Advisory Services and has been in the industry since February 2013. Jamal Blanton has a strong track record of providing financial planning, portfolio management and investment management services to individuals, corporations, and pension and profit-sharing plans. Jamal Blanton is committed to helping clients achieve their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Solicitor referral services to third-party investment managers; participant enrollment meetings
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Solicitor fees
1
2
TX
07/22/2021 - Present
Avantax Advisory Services (DALLAS TX)
TX
04/22/2021 - 07/09/2021
PURSHE KAPLAN STERLING INVESTMENTS (Frisco TX)
TX
10/25/2019 - 04/19/2021
AVANTAX INVESTMENT SERVICES, INC. (DALLAS TX)
TX
01/28/2013 - 10/25/2019
1ST GLOBAL CAPITAL CORP. (DALLAS TX)
BOTH
Issued 10/13/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/26/2019
Series 4 - Registered Options Principal Examination
BC
Issued 06/25/2016
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/25/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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